Eos Energy Enterprises

Eos Energy Enterprises (EOSE) Q4 2025 Earnings

Reported Feb 26, 2026 at 6:34 AM ET · SEC Source

Q4 25 EPS

$-0.72

MISS 196.66%

Est. $-0.24

Q4 25 Revenue

$58.0M

MISS 38.10%

Est. $93.7M

vs S&P Since Q4 25

-34.9%

TRAILING MARKET

EOSE -27.1% vs S&P +7.8%

Full Year 2025 Results

FY 25 EPS

$-3.96

MISS 10.01%

Est. $-3.60

FY 25 Revenue

$114.2M

MISS 23.68%

Est. $149.6M

Market Reaction

Did EOSE Beat Earnings? Q4 2025 Results

Eos Energy Enterprises delivered a deeply disappointing fourth quarter, missing on both the top and bottom lines despite a dramatic revenue ramp that underscored the company's volatile growth trajectory. Revenue of $58.00 million, while representing … Read more Eos Energy Enterprises delivered a deeply disappointing fourth quarter, missing on both the top and bottom lines despite a dramatic revenue ramp that underscored the company's volatile growth trajectory. Revenue of $58.00 million, while representing a stunning 699.6% year-over-year surge, fell 37.92% short of the $93.42 million consensus, and the adjusted loss per share of $-0.72 missed the $-0.24 estimate by 196.66%, as scaled production of its Z3 zinc-based battery systems proved costlier and slower to convert than Wall Street had modeled. The shortfall triggered a sharp stock decline and multiple securities class action filings alleging the company had made misleading statements about its production capabilities, adding legal overhang to an already pressured balance sheet narrative. Still, Eos entered 2026 in a structurally stronger position after raising roughly $474.00 million in net new cash, retiring debt, and eliminating going-concern doubt, with management projecting 2026 revenue of $300.00 million to $400.00 million as it works to translate a $701.50 million order backlog into improved unit economics and sustainable margin gains.

Key Takeaways

  • Efficiency and quality improvements in multiple operations and implementation of subassembly automation drove record Q4 revenue
  • Scaled production of first generation highly automated manufacturing process
  • 609% increase in customer deliveries year-over-year
  • Z3 production costs declined contributing to margin improvements
  • Year-over-year shipments increased 659%
24/7 Wall St

EOSE YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

“2025 was a structural turning point for Eos. We accelerated production, expanded annual capacity to 2 GWh, delivered record quarterly revenue, strengthened our cash position to over $600 million, and secured more than $240 million in fourth quarter bookings across diversified markets.”

— Joe Mastrangelo, Q4 2025 Earnings Press Release